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Kelley Leland

@Gill Capital Partners, Llc

Latest period2024 - Q4ReportedManaged Assets$278.907MTotal holdings135
Assets growth rate-0.16%Assets growth rate (2-Q avg)3.94%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Gill Capital Partners, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 135 positions.

Assets under management

The assets under management (AUM) of Gill Capital Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 278.907M in assets, with a quarterly growth rate of -0.16% and a 2-quarter average growth rate of 3.94%. The portfolio is managed by Kelley Leland, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
INTUIntuit Com
Recent Activity
Increased 0.14%
0.17%
$473,889
754 shares@ $628.5 avg price
JPMJpmorgan Chase & Co. Com
Recent Activity
Increased 19.79%
0.17%
$470,395
1,962 shares@ $239.76 avg price
TSLATesla Inc Com
Recent Activity
Increased 0.97%
0.17%
$465,082
1,152 shares@ $403.72 avg price
PGProcter And Gamble Co Com
Recent Activity
Increased 0.11%
0.17%
$462,757
2,760 shares@ $167.67 avg price
AFLAflac Inc Com
Recent Activity
Increased 16.83%
0.17%
$462,439
4,471 shares@ $103.44 avg price
SYKStryker Corp
Recent Activity
Increased 0.08%
0.17%
$457,855
1,272 shares@ $359.95 avg price
MUABlackrock Muniassets Fd Inc Com
Recent Activity
Increased 0.28%
0.16%
$422,425
38,263 shares@ $11.05 avg price
DFUSDimensional U.s. Equity Market Etf
Recent Activity
Increased 0.18%
0.15%
$397,640
6,237 shares@ $63.76 avg price
AMAntero Midstream Corp Com
Recent Activity
Increased 1.51%
0.14%
$363,096
24,062 shares@ $15.1 avg price
PEPPepsico Inc Com
Recent Activity
Increased 2.89%
0.12%
$314,647
2,069 shares@ $152.08 avg price